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#cost-efficiency #it-strategy #public-cloud #vendor-lock-in #enterprise-it #cost-management #metaverse #ar
#alphabet
Tech industry
fromTNW | Google
2 hours agoAlphabet closes in on Nvidia as world's most valuable company after Q1 earnings beat across cloud, search, and AI
Alphabet's market capitalization surpassed $4.6 trillion after strong Q1 2026 earnings, with Google Cloud revenue growing 63% and search queries at an all-time high.
#meta
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fromFast Company
23 hours agoMark Zuckerberg says AI spending and war drove Meta layoffs
Meta will lay off 10% of its workforce, approximately 8,000 employees, due to increased spending on data center and AI infrastructure.
#meta-platforms
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from24/7 Wall St.
1 day agoMeta Face-Plants on CapEx Worries. Why the Move Doesn't Make Sense
Meta Platforms shows a significant price target disparity, with a current price of $610.34 and a Wall Street target of $855.11.
Tech industry
from24/7 Wall St.
2 days agoMeta Tumbles 8% on $145 Billion CapEx Bombshell: Are AI Investments Spiraling Out of Control?
Meta Platforms' stock fell 8% due to increased capital expenditure guidance despite strong Q1 earnings.
Tech industry
fromFortune
2 days agoMeta is spending up to $145 billion this year on AI. When asked about signs of ROI, Zuckerberg said 'that's a very technical question' | Fortune
Meta Platforms is significantly increasing its AI infrastructure spending, raising capex guidance to $125-$145 billion for 2026.
Tech industry
fromFortune
2 days agoMeta is spending up to $145 billion this year on AI. When asked about signs of ROI, Zuckerberg said 'that's a very technical question' | Fortune
Meta Platforms is significantly increasing its AI infrastructure spending, raising capex guidance to $125-$145 billion for 2026.
#microsoft
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from24/7 Wall St.
2 days agoMicrosoft Falls 5% Despite Q3 Beat: Why $190 Billion in AI Spending Has Investors Worried
Microsoft shares fell 5% despite strong Q3 earnings due to concerns over a $190 billion AI capital expenditure pledge for 2026.
Tech industry
from24/7 Wall St.
2 days agoWall Street Splits on Microsoft After Earnings: Is the Azure Acceleration Worth the CapEx?
Wall Street is divided on Microsoft's stock outlook following its fiscal Q3 2026 report, with differing price targets from Barclays and Wells Fargo.
#ai
Tech industry
fromTNW | Artificial-Intelligence
1 day agoInternet Explorer creator Thomas Reardon raises $500M for Flourish, a brain-inspired AI efficiency startup valued at $2.5B
Thomas Reardon is raising $500 million for Flourish, aiming to create energy-efficient AI architectures inspired by the human brain.
fromTheregister
1 day agoFirst big Microsoft update after vow to 'win back fans'
This update improves the reliability of relevant explorer.exe processes so they stop after closing File Explorer windows. General Reliability fixes bring underlying changes to help improve explorer.exe reliability, including at sign-in and when interacting with taskbar menus.
Tech industry
Tech industry
fromFortune
2 days agoMicrosoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it's paying off. | Fortune
Alphabet, Meta, and Microsoft are increasing AI investments, impacting stock prices differently, with Alphabet's stock rising significantly.
#google-cloud
Tech industry
fromFortune
2 days agoGoogle Cloud revenue is now 18% of Alphabet's business. Is this the beginning of the end of Google's search identity? | Fortune
Google Cloud's revenue growth reached 63%, now representing 18% of Alphabet's business, signaling a significant shift in Google's core identity.
fromwww.businessinsider.com
2 days agoA $16 billion OpenAI and Oracle data center could decide whether Michigan power bills go up or stay put
DTE Energy expects the 1.4 gigawatt data center campus, a $16 billion Oracle-backed project meant for OpenAI, to generate an additional $300 million in savings, allowing it to keep customer bills steady.
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